If you have set up an ESOP plan with your legal counsel or another provider, you can add the details of this plan to your Clara platform so that it is reflected in your cap table.
Before you can add an existing equity plan, you must set up the share classes for your company. Click here to view a guide on how to complete this step.
1. Click on Equity
2. Head over to 'Options (ESOP) '
It's the 2nd row under 'Securities' on the left side of the Equity panel
3. Click on Add an existing plan
4. Fill in details of your option plan
Start by the plan name
5. Select the Share class type you want
You can choose from any of the following share classes: Ordinary, Common, Preferred, Ordinary B, Ordinary A.
6. Click on Save
Once you've filled in all your details and added relevant documents you can save as your plan as a draft.
7. Click on Publish plan
Once you have reviewed the plan and confirmed everything is correct, you can go ahead and publish it.
8. Check I confirm that I am authorised to publish this option plan on behalf of your company.
9. Click on Publish
10. Click on Cap table
You can now see the option plan you added here.
